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Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Insight Report | August 2, 2022 Premium

Earnings Insights 2Q22, Week 1: Albertsons, Deckers, Kimberly-Clark and Tractor Supply Raise Guidance; Amazon Online Sales Flat

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report second-quarter 2022 earnings. This week features highlights from companies that reported in the week ended July 31, 2022, including Amazon, Albertsons Companies and Columbia Sportswear Company, among others.

Deep Dive | August 2, 2022 Databank Members

US Consumer Tracker: Shoppers Moderate Their Responses to Inflation

Consumer responses to inflation are evolving. Our US Consumer Tracker survey analysis presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail.

Market Navigators/Market Outlook | August 1, 2022 Premium

Market Outlook: US Grocery—Surging Inflation Disrupts Grocery Retail

In this Market Outlook, we discuss US grocery, presenting our market sizing estimates for 2022 and beyond. We explore notable market factors, e-commerce growth, the competitive landscape and retail innovators.

Insight Report | August 1, 2022 Premium

US Apparel and Beauty Spending Tracker: June 2022 Clothing and Footwear Spending Growth Slows to 1.5% Year Over Year

The Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. In this report, we discuss data from June 2022, showing that spending is up 1.5% year over year.

Analyst Corner | July 31, 2022

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Weinswig’s Weekly: Introducing Coresight Research’s 3×3 Framework—Three New Products and Three New Ways to Sell Them

This week’s note “From the Desk of Deborah Weinswig” introduces Coresight Research’s new 3×3 Framework, presenting nine new retail opportunities.

Event Coverage | July 29, 2022 Premium

Oracle Retail Cross Talk 2022: Powerful New Platform Unveiled, Focus on Common Data and Extensibility

At its Cross Talk 2022 event, Oracle Retail unveiled powerful new retail technology, with a focus on common data and extensibility. We present insights on the Platform for Modern Retail from the event.

Store Tracker | July 29, 2022 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2022, Week 30: US Store Closures Inch Toward 2,000

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Burberry and Carhartt, among others, in the US and Company Shop, Co-Op and Skechers, among others, in the UK.

Insight Report | July 29, 2022 Premium

US Economic Update, 2Q22: GDP Declines for a Second Quarter, as Consumer Spending on Goods Falls

We discuss macroeconomic indicators from the US. We look at recently released data for the second quarter of 2022, which show a GDP decline.

Insight Report | July 29, 2022 Premium

July 2022 Monthly Consumer Update: US, UK and China

Analyzing consumer demand in June 2022, sales returned to positive territory in China, while the UK and US saw nominal sales growth. We assess these trends and consider wage growth and food and fuel prices in these three markets.

Insight Report | July 28, 2022 Premium

Supply Chain Briefing: Freight Rates Abate but Domestic Distribution Doubts Arise

We examine the stabilizing of international freight rates, continued challenges within the domestic US distribution chain and the broader impact of the G7 nations’ forthcoming ban on Russian gold.

Deep Dive | July 28, 2022 Premium

Retail Innovators: Tech—AI/ML Solutions

As part of our Retail Innovators series, we examine how five companies—Impact Analytics, Persado, Prevedere, SoftWear Automation and Standard AI—are disrupting the retail market with AI/ML (artificial intelligence/machine learning) technology innovations.

Deep Dive | July 27, 2022 Premium

Think Tank: US BOPIS, Curbside Pickup and Smart Lockers Are Reshaping Omnichannel Retail

This Think Tank analyzes how BOPIS (buy online, pick up in-store), curbside pickup and smart lockers are reshaping omnichannel retail. Our survey data reveal insights into the use of home delivery versus collection services for online order fulfillment.

Event Coverage | July 26, 2022 Premium

Capri Holdings Investor Day 2022: Company Targets $8 Billion Long-Term Revenue Mark

The Coresight Research team attended Capri Holding Limited’s online Investor Day on July 20, 2022. We present insights from the events, including the group’s financial targets and its strategy for the group as a whole, as well as the goals for its individual brands.

Insight Report | July 26, 2022 Premium

July 2022 Leading Indicators of US Retail Sales: What To Expect for the Rest of the Summer

In our monthly Leading Indicators of US Retail Sales series, we examine several key macroeconomic indicators of US retail sales and analyze how they may impact the industry in the months to come. We analyze the latest available data, as of July 20, 2022, covering income, savings, the job market and housing, and offer US retail sales projections.

Deep Dive | July 26, 2022 Databank Members

US Consumer Tracker: What Consumers Didn’t Do This Week Could Help Ease Inflation

Summer travel may have peaked, helping reduce pressure on gas prices. Our US Consumer Tracker survey analysis presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail.